James Johnstone

James graduated from the University of Wollongong in 2017 with a Bachelor of Commerce majoring in Accountancy and Finance and has since complemented this with a Graduate Diploma of Financial Planning through Kaplan Professional, as well as various advice-specialty accreditation courses.

James is a motivated adviser driven to achieve great results for his clients, optimising their financial positions to help them live their desired lifestyles at all stages of life.

James is a firm believer in understanding his clients from the outset, identifying what is important to them and tailoring recommendations to achieve their goals in a clear manner. One of James’ biggest strengths is his ability to simplify complex and technical areas and communicate these concisely when working with clients.

Outside of the office James loves all things entertainment, be it sport, movies and music. You’ll also regularly find him walking his pet Kelpie at Port Kembla Beach with his partner.